Known personally. Advised thoughtfully.
I'm Melissa Blaszczyk. I offer financial planning and investment advice built around your life, with direct access to me every step of the way.
This communication is strictly intended for individuals residing in the states of California, Connecticut, Florida, New Jersey, New York, Pennsylvania, and South Carolina. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Personalized financial strategies for your present and future.
Financial Planning
Together, we’ll build a plan around your whole life, not just your accounts: retirement, major purchases, career changes, and whatever else is ahead. I check in before you have to ask, and the plan evolves as your life does.
Financial Education
I’ve led personal finance classes because I believe informed clients make better decisions. Ask me anything. When it’s your money, there’s no such thing as a bad question.
Insurance Services
I help make sure the right life insurance protections are in place for your family and your plan, and I coordinate the details so nothing gets overlooked.
Investment Management
I personally build and manage your portfolio around your actual goals and timeline, not a one-size-fits-all model. Then, I keep watch, so you don't have to, and you'll always know why we're doing what we're doing.